Defensibility Assessment
Measures each advantage in months to replicate, since anything copyable in a quarter is a feature rather than a moat.
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Running it, start to finish
- Put a months-to-replicate number on every claimed advantage.
- Identify which advantages compound and which are a fixed lead.
- Invest in the slower work that builds a real position.
What you get back
The output this produces, every time.
- Measures each advantage in months to replicate, converting a vague claim into an arguable number.
- Separates compounding advantages from a fixed lead being eroded.
- Names what is being called a moat and is not, which is usually most of the list.
Getting better results
Where this usually goes wrong, and how to avoid it.
- Check network effects are real. They are claimed far more often than they exist. Ask whether a user genuinely benefits from other users being there.
- Watch the adjacent player with distribution. It is the most common way an established position falls, and it rarely appears on a competitor list.
- A temporary lead is fine if you know it. It means this year's job is converting the lead into something durable, which is a different plan from defending it.
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Written for The AI University. Every prompt in this library is original work — authored, tested and revised here, not collected from elsewhere. 365 of them, free with an account.